Import for AR: Charges or Invoice?

Leonie Philip
Leonie Philip New Member
Third Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hello!

I am the Newest Product Manager on the FeNXT team and would love to hear from you regarding bulk addition of records in AR, using spreadsheets.

I am curious to learn what your workflow looks like, more frequently:

  • Do you add new charges in the system first and then create the invoice OR
  • Do you add a new invoice in the system first and then associate charges to it?

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    HI Leonie,

    Here is a link that has sample import files for AR as well as a link to the importing guide :

  • Leonie Philip
    Leonie Philip New Member
    Third Anniversary Kudos 1 Name Dropper Facilitator 1

    thank Kevin! This was more for the new re-design in FeNXT.

  • Sandra Vidal
    Sandra Vidal New Member
    Name Dropper Facilitator 1

    @Leonie Philip
    We currently add Charges via excel csv vile into the data base version.

    How is this done in the new NXT version?

    Thanks

    Sandra

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